2026-03-02T14:31:41-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2024-07-01 436071658 SIGMA TAU GAMMA FOUNDATION INC SIGM 3176441920 880 MONON GREEN BLVD 101 CARMEL IN 46032 ADDISON SCHOPP CHIEF EXECUTIVE OFFICER 3176441920 2026-02-24 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2024 2025-03-06 01:10:19Z WP BARLOW JR 880 MONON GREEN BLVD 101 CARMEL IN 46032 728556 0 X SIGTAU.ORG X 1966 MO PROVIDE FRATERNITY STUDENT GRANTS FOR SCHOLARSHIPS AND LEADERSHIP EDUCATIONAL OPPORTUNITIES. 18 18 0 60 0 0 230678 350952 0 0 126193 151675 0 0 356871 502627 115888 142587 0 0 102682 108225 11388 23110 118473 152946 170149 382904 444071 -26033 58556 2965294 3157582 38135 42302 2927159 3115280 USES CHARITABLE DONATIONS FROM ALUMNI AND FRIENDS TO PROVIDE COLLEGE STUDENT MEMBERS OF FRATERNITY CHAPTERS WITH SCHOLARSHIPS, LEADERSHIP AND CITIZENSHIP SEMINARS, EDUCATIONAL CONSULTANT SERVICES AND EDUCATIONAL PUBLICATIONS. 0 0 53001 STAFF LEADERSHIP TRAINING AND CONSULTATION SERVICES ADDRESSING SCHOLASTIC ACHIEVEMENT, ORGANIZATIONAL MANAGEMENT, DRUG AND ALCOHOL ABUSE PREVENTION, CITIIZENSHIP AND COMMUNITY ACTION, INCLUDING PROGRAM DEVELOPMENT, TRAVEL, AND SUPPORT. 121676 121676 LEADERSHIP TRAINING GRANTS TO SIGMA TAU GAMMA FRATERNITY: 3 DAY SEMINAR FOR APPROX 50 COLLEGE STUDENT LEADERS ANNUALLY, ADDRESSING SCHOLASTIC ACHIEVEMENT, DRUG AND ALCOHOL ABUSE PREVENTION, CITIZENSHIP AND COMMUNITY ACTION. 20911 20911 SCHOLARSHIPS AND GRANTS FOR STUDY BY UNDERGRADUATE AND GRADUATE STUDENTS. 195588 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MS MN NH NJ NM NY NC ND NV OH OK OR PA RI SC TN UT VA WA WV WI X WP BARLOW JR 3176441920 880 MONON GREEN BLVD STE 101 CARMEL IN 46032 X BRAD BARTELS TRUSTEE 2.00 X 0 0 0 CHARLES BEARSE III TRUSTEE 2.00 X 0 0 0 MICHAEL BEVERS TRUSTEE 2.00 X 0 0 0 DWAYNE COLE TRUSTEE 2.00 X 0 0 0 JOSEPH HAIRE TRUSTEE 2.00 X 0 0 0 DAVID HIDINGER TRUSTEE 2.00 X 0 0 0 SCOTT KASPAR TRUSTEE 2.00 X 0 0 0 PAUL MUELLER TRUSTEE 2.00 X 0 0 0 ALAN PARKER TRUSTEE 2.00 X 0 0 0 JOEL RODGERS TRUSTEE 2.00 X 0 0 0 PAUL SZCZESNY TRUSTEE 2.00 X 0 0 0 ROBERT WOJCIK TRUSTEE 2.00 X 0 0 0 SHAWN KELLY PAST CHAIRMAN 2.00 X 0 0 0 JEFF RUSSO CHAIRMAN 10.00 X X 0 0 0 JOHN ESPY VICE CHAIRMAN - FINANCE 5.00 X X 0 0 0 CHRIS GOODLETT VICE CHAIRMAN - FUNDRAISING 5.00 X X 0 0 0 PAUL MOTIN VICE CHAIRMAN - INVESTMENT 5.00 X X 0 0 0 MATT REA VICE CHAIRMAN - GRANTS 5.00 X X 0 0 0 WP BARLOW JR CHIEF EXECUTIVE OFFICER 10.00 X X 0 0 0 0 0 0 0 0 0 0 0 350952 350952 80171 80171 297433 225929 71504 71504 71504 502627 0 0 151675 121676 121676 20911 20911 100839 7723 36249 56867 4602 4602 2784 2784 2 2 23396 23396 23110 23110 20843 20843 28787 19300 483 9004 4312 2841 1471 9420 942 7536 942 30539 19270 2689 8580 13189 3357 9832 2332 2332 2832 2832 MISCELLANEOUS 14333 2187 7009 5137 PRINTING 13367 220 219 12928 BANK AND CC FEES 6363 6363 DONOR RECOGNITION 434 434 444071 195588 130010 118473 37433 91441 353536 345006 385 6144 0 6836 476806 423806 9899 11541 593 2301 36558 32135 5669 4423 2018897 2202581 62076 63503 2965294 3157582 13968 32197 0 2500 24167 7605 38135 42302 X 636415 598112 2290744 2517168 2927159 3115280 2965294 3157582 X 58556 128138 1427 X X 0 1 X 1 0 X 357079 298253 263860 230678 350952 1500822 357079 298253 263860 230678 350952 1500822 79414 113174 89847 105470 144850 532755 0 79414 113174 89847 105470 144850 532755 968067 55032 65713 73815 83101 80171 357832 55032 65713 73815 83101 80171 357832 2492 2666 1568 6726 414603 366632 339243 313779 431123 1865380 0.51900 0.55580 0.19180 0.16790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 566777 100 47504 9605 604776 522279 100 64302 10367 9537 566777 476002 100 60177 14000 522279 539156 -54154 9000 476002 448690 4294 94672 8500 539156 0.00000 0.47456 0.52544 0 0 36558 32135 4423 4423 DUE TO AFFILIATE 7605 7605 X 611349 128138 1427 129565 481784 20843 20843 502627 423228 0 423228 20843 20843 444071 PART V, LINE 4: THE FOUNDATION USES ITS ENDOWMENT FUNDS TO GENERATE INCOME WHICH PRODUCES GRANTS, SCHOLARSHIPS, AND EDUCATIONAL PROGRAMMING SUPPORTING THE PHILANTHROPIC MISSION OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: LIFE INSURANCE CASH VALUE 1,427. PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO PROVIDE GRANTS FOR EDUCATIONAL PROGRAMS AND SCHOLARSHIPS TO MEMBERS OF SIGMA TAU GAMMA FRATERNITY. X 1 PENNINGTON & COMPANY FUNDRAISING LLC 2 RAVINIA DRIVE SUITE 500 ATLANTA GA 30346 FUNDRAISING 0 0 16900 -16900 16900 -16900 AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MS MN NH NJ NM NY NC NC NV OH OK OR PA RI SC TN UT VA WA WV WI 1 SIGMA TAU GAMMA FRATERNITY INC 880 MONON GREEN BLVD STE 101 CARMEL IN 46032 430689936 501(C)(7) 121676 0 EDUCATIONAL AND LEADERSHIP PROGRAMS 0 1 SCHOLARSHIPS TO COLLEGE STUDENTS 52 20911 PART I, LINE 2: APPLICATIONS INCLUDE CERTAIN ELIGIBILITY REQUIREMENTS INCLUDING BUT NOT LIMITED TO BEING A FULL-TIME STUDENT, MAINTAINING A MINIMUM GRADE POINT AVERAGE, AND/OR PROVIDING EVIDENCE OF FINANCIAL NEED. FORM 990, PART V, LINE 2A THE FOUNDATION HAS NO EMPLOYEES. ALL PERSONNEL ARE COMPENSATED BY SIGMA TAU GAMMA FRATERNITY, INC. AN ALLOCATION OF SALARIES FROM THE SIGMA TAU GAMMA FRATERNITY IN THE AMOUNT OF $100,839 HAS BEEN INCLUDED ON FORM 990, PART IX, LINE 7. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION HAS MEMBERS WHO ARE ELECTED BIENNIALLY AT THE SIGMA TAU GAMMA FRATERNITY CONVENTION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT ANNUALLY ONE THIRD OF THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED ELECTRONICALLY TO EACH MEMBER OF THE BOARD OF TRUSTEES, THEN A TELECONFERENCE IS HELD TO REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AT THE FIRST MEETING OF THE FISCAL YEAR. ANY POTENTIAL CONFLICTS MUST BE LISTED ON THE ACKNOWLEDGEMENT FORM. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION HAS NO EMPLOYEES. THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION IS COMPENSATED BY SIGMA TAU GAMMA FRATERNITY INC. A REVIEW OF THE CHIEF EXECUTIVE OFFICER IS CONDUCTED ANNUALLY BY THE FRATERNITY'S FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SETS THIS EMPLOYEE'S COMPENSATION BASED UPON PERFORMANCE AND COMPARABLE COMPENSATION AS REPORTED IN PROFESSIONAL SOCIETY SURVEYS AND LOCAL DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS ANNUAL FORM 990 AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 SIGMA TAU GAMMA FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: LIFE INSURANCE CASH VALUE 1,427. FORM 990, PART XII, 2C THE FOUNDATION UTILIZES AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS, REVIEW OF FORM 990, AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT.